CIBC Asset Management
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CIBC Asset Management’s Novartis NVS Stock Holding History

CIBC Asset Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.17M Buy
27,556
+1,292
+5% +$198K 0.01% 527
2025
Q4 		$3.59M Buy
26,264
+275
+1% +$36K 0.01% 548
2025
Q3 		$3.31M Buy
25,989
+8,682
+50% +$1.06M 0.01% 488
2025
Q2 		$2.07M Buy
17,307
+921
+6% +$104K 0.01% 565
2025
Q1 		$1.8M Sell
16,386
-2,723
-14% -$290K 0.01% 588
2024
Q4 		$1.84M Buy
19,109
+20
+0.1% +$2.13K 0.01% 594
2024
Q3 		$2.18M Sell
19,089
-5,194
-21% -$589K 0.01% 570
2024
Q2 		$2.59M Buy
+24,283
New +$2.44M 0.01% 501
2022
Q2 		– Sell
-5,711
Closed -$501K – 1412
2022
Q1 		$501K Buy
+5,711
New +$494K ﹤0.01% 838
2021
Q2 		– Sell
-2,906
Closed -$249K – 1383
2021
Q1 		$249K Sell
2,906
-26,687
-90% -$2.39M ﹤0.01% 1077
2020
Q4 		$2.79M Buy
29,593
+3,885
+15% +$339K 0.01% 410
2020
Q3 		$2.24M Sell
25,708
-1,995
-7% -$173K 0.01% 420
2020
Q2 		$2.42M Sell
27,703
-15,215
-35% -$1.31M 0.01% 371
2020
Q1 		$3.54M Sell
42,918
-260
-0.6% -$23.2K 0.03% 281
2019
Q4 		$4.09M Sell
43,178
-244
-0.6% -$21.9K 0.02% 292
2019
Q3 		$3.77M Sell
43,422
-4,806
-10% -$432K 0.02% 299
2019
Q2 		$4.4M Sell
48,228
-28,382
-37% -$2.4M 0.03% 268
2019
Q1 		$6.6M Buy
76,610
+15,233
+25% +$1.22M 0.04% 194
2018
Q4 		$4.72M Sell
61,377
-468
-0.8% -$36.4K 0.03% 202
2018
Q3 		$4.78M Sell
61,845
-1,585
-2% -$117K 0.03% 230
2018
Q2 		$4.29M Sell
63,430
-2,042
-3% -$141K 0.03% 245
2018
Q1 		$4.74M Sell
65,472
-1,250
-2% -$95.2K 0.03% 226
2017
Q4 		$5.02M Buy
66,722
+348
+0.5% +$26.3K 0.03% 221
2017
Q3 		$5.11M Buy
+66,374
New +$5.01M 0.03% 216

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Asset Management's NVS Position: Q1 2026 in Review

CIBC Asset Management increased its Novartis (NVS) stake by 4.9% in Q1 2026, buying an estimated $198K and bringing the position to 27,556 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #527.

CIBC Asset Management first reported a position in NVS in Q3 2017 and has held it in 24 quarters since. The position peaked at $6.6M in Q1 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • CIBC Asset Management held 27,556 shares of Novartis worth $4.17M as of Q1 2026.
  • CIBC Asset Management bought 1,292 Novartis shares in Q1 2026, an estimated $198K.
  • Novartis made up 0.01% of CIBC Asset Management's portfolio in Q1 2026, its #527 holding.
  • CIBC Asset Management first reported a position in Novartis in Q3 2017 and has held it in 24 quarters since.
  • CIBC Asset Management's Novartis position peaked at $6.6M in Q1 2019.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.